IUSA ETF Analysis: Core SP500 USD | XETRA

US Large-Cap Blend Equity | XETRA, Germany | Market Cap: 16.648m EUR | 12M Return: 19.5% | Charts, Fundamentals & Technical Analysis

Exchange Traded Funds, Index Tracking, Large Cap Stocks
Total Rating 66
Safety 61
Buy Signal -0.29
US Large-Cap Blend Equity
Category Rotation: -5.1
TER: 0.07%
AUM: 19.0B
Avg Turnover: 3.17M
Risk 3d forecast
Volatility14.5%
VaR 5th Pctl2.54%
VaR vs Median-2.69%
Reward TTM
Sharpe Ratio1.19
Rel. Str. IBD56.9
Rel. Str. Peer Group65
Character TTM
Beta0.770
Beta Downside0.766
Hurst Exponent0.499
Drawdowns 3y
Max DD23.34%
CAGR/Max DD0.79
CAGR/Mean DD6.01

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.5% 14
Feb +0.6% 0
Mar -0.3% 13
Apr +0.8% 11
May -0.8% 0
Jun +0.5% 17
Jul +1.2% 10
Aug -0.2% 8
Sep -0.9% 34
Oct -0.5% 5
Nov +1.0% 6
Dec -0.9% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IUSA Core SP500 USD

The iShares Core S&P 500 UCITS ETF (IUSA) provides investors with exposure to the 500 largest publicly traded companies in the United States, tracking the S&P 500 index. Classified as a US Large-Cap Blend Equity fund, it includes a mix of both growth and value stocks across various industrial sectors.

The underlying index is market-capitalization weighted, meaning companies with higher valuations exert a greater influence on the funds performance. This model typically results in a high concentration of Information Technology and Healthcare firms, reflecting the dominant sectors of the modern U.S. economy.

For a deeper analysis of the underlying stock valuations and historical performance metrics, consider reviewing the data available on ValueRay.

Headlines to Watch Out For
  • U.S. Federal Reserve interest rate policy dictates equity discount rates
  • Broad U.S. corporate earnings growth determines underlying net asset value
  • USD to EUR exchange rate volatility impacts returns for European investors
  • Concentration in mega-cap technology stocks drives significant index price variance
  • Global macroeconomic stability influences capital flows into U.S. equity markets
What is the price of IUSA shares?

As of July 29, 2026, the stock is trading at EUR 64.75 with a total of 151,263 shares traded. Over the past week, the price has changed by -0.87%, over one month by +0.32%, over three months by +6.92% and over the past year by +19.47%.

Current recommended Stop Loss: 64.00 (which is 1.2% or 1.4 ATR below the current price).

Is IUSA a buy, sell or hold?

Core SP500 USD has no consensus analysts rating.